Best Kingsbridge Wealth Management alternatives: apps like Kingsbridge Wealth Management

0.0(0 ratings)

Free

Pitcairn Mobile by PITCAIRN TRUST COMPANY

Strong Contender

0.0(0 ratings)

Free

Legacy JSA Portal by Jacobson & Schmitt Advisors

Legacy App

Worth Considering

by Proffitt & Goodson, Inc

5.0(4 ratings)

Free

Access your complete financial picture, including net worth and plans, with an interactive dashboard and dynamic reports. Monitor cash flow, asset allocation, and link external accounts. View secure documents and invoices, with enhanced login security options.

More apps like Kingsbridge Wealth Management

ProffittGoodson

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Heartland Wealth Management

by Heartland Wealth Management, LLC

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by Klingman & Associates, LLC

Klingman & Associates

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Keebeck Wealth Management

by Keebeck Partners, LLC

Detailed portfolio and analyticsAggregate outside accountsRetirement plan access

Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Securely aggregate all your financial information in one place, including retirement plans, with advanced planning tools.

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by JFS Wealth Advisors, LLC

JFS Wealth Advisors

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture in a secure, user-friendly mobile interface.

(1)

by Sequoia Financial Advisors, LLC

Sequoia Connect

Interactive financial dashboardDynamic investment reportsBalance sheet with linked accounts

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. Track assets, view investment information, and access personalized reporting from your wealth advisor.

(1)

Northern Star Credit Union

by Northern Star Credit Union Inc.

Real-time transaction historyAccount transfersBill pay

Manage your finances on the go with this mobile banking app. Access real-time transaction history, make transfers, pay bills, and find nearby branch locations. Securely sign in with touch ID or password for quick access to your accounts.

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